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Custodial Account Manager Jobs (NOW HIRING)

Point C

Staff Accountant - Custodial Accounting

OR · On-site +1

$54K - $72K/yr

The ideal candidate will possess a strong accounting foundation, exceptional attention to detail, and experience managing cash activity, reconciliations, and client or custodial accounts. This ...

Point C

Manager, Payment Operations

OR · On-site +1

... custodial account management. The Manager will lead a team of funding specialists, drive the ... implementation and adoption of check run automation, and ensure operational readiness ahead of ...

Point C

Staff Accountant - Custodial Accounting

$45K - $50K/yr

The ideal candidate will possess a strong accounting foundation, exceptional attention to detail, and experience managing cash activity, reconciliations, and client or custodial accounts. This ...

Point C

Manager, Payment Operations

$65K - $80K/yr

Own the end-to-end claims funding process, including check register generation, Echo file transmissions, EOB template management, and custodial account reconciliation across all client groups * Lead ...

Beacon Group

Custodian TXDOT

San Antonio, TX · On-site

$12.25 - $15.75/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

HES Facilities

Account Manager

Franklin, TN · On-site

HES Facilities Management is seeking Custodial Managers to help oversee custodial operations between multiple locations within the same school district or university campus. As an Account Manager ...

Beacon Group

Custodian VA

Tucson, AZ · On-site

$17.75/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training.Adhere to all Beacon Group ...

Beacon Group

Custodian TXDOT

San Antonio, TX · On-site

$14.50/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training.Adhere to all Beacon Group ...

Beacon Group

Custodian TXDOT

San Antonio, TX · On-site

$14.50/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

Beacon Group

Custodian Casa Grande 85122

Casa Grande, AZ · On-site

$15.15/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

New

Beacon Group

Custodian VA

Tucson, AZ · On-site

$17.75/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

Beacon Group

Custodian VA

Tucson, AZ

$12.75 - $16.25/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

Beacon Group

Custodian Casa Grande 85122

Casa Grande, AZ · On-site

$14.25 - $18.25/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

New

Beacon Group

Custodian Sierra Vista ADOT

Sierra Vista, AZ · On-site

$15.45/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

Beacon Group

Custodian Sierra Vista ADOT

Sierra Vista, AZ · On-site

$15.45/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training.Adhere to all Beacon Group ...

Beacon Group

Custodian Sierra Vista ADOT

Sierra Vista, AZ

$12.75 - $16.25/hr

Adhere to training as assigned by Custodial Account Manager, Custodial Lead, or designated trainer. Training may be written, oral, computer based, or on the job training. * Adhere to all Beacon Group ...

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Custodial Account Manager information

See salary details

$26.5K

$47.3K

$68.5K

How much do custodial account manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for custodial account manager in the United States is $47,263.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $52,000.00 per year, depending on experience, location, and employer.

What is a custodial account manager?

A Custodial Account Manager is a professional responsible for overseeing and managing custodial accounts, which are financial accounts held in the name of a custodian for the benefit of a minor or another individual. They ensure all transactions comply with legal and regulatory requirements, maintain accurate records, and provide account reporting to clients. Custodial Account Managers may also work with clients to recommend account strategies, process asset transfers, and resolve any issues related to the accounts. Their role is essential in safeguarding the assets and ensuring fiduciary responsibilities are met.

How does a custodial account manager typically collaborate with other departments to ensure seamless account operations?

Custodial Account Managers frequently work cross-functionally with teams such as operations, compliance, and client services to maintain accurate account records and resolve any issues efficiently. They coordinate with compliance to ensure accounts adhere to regulatory standards and with client services to address client inquiries or concerns. Regular communication and teamwork are essential, as successful account management relies on timely information sharing and joint problem-solving. This collaborative environment helps Custodial Account Managers deliver high-quality service to clients and maintain operational excellence.

What are the key skills and qualifications needed to thrive as a custodial account manager, and why are they important?

To thrive as a Custodial Account Manager, you need strong organizational skills, experience in facility management, and typically a background in business administration or a related field. Familiarity with work order management software, budgeting tools, and compliance systems is commonly required. Excellent communication, leadership, and problem-solving abilities help foster strong client relationships and effective team management. These skills ensure efficient operations, client satisfaction, and high service standards in custodial environments.

What is the difference between Custodial Account Manager vs Financial Advisor?

AspectCustodial Account ManagerFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, or investment firmsIndependent or firm-based, client-facing
Primary FocusManaging custodial accounts, ensuring compliance, executing tradesProviding financial planning, investment advice, and portfolio management

While both roles involve working within the financial industry and require securities licenses, a Custodial Account Manager primarily manages custodial accounts and ensures compliance, whereas a Financial Advisor focuses on advising clients on investments and financial planning. The roles often overlap in client interaction and industry usage, but their core responsibilities differ.

More about Custodial Account Manager jobs

What cities are hiring for Custodial Account Manager jobs?

Cities with the most Custodial Account Manager job openings:

What states have the most Custodial Account Manager jobs?

States with the most job openings for Custodial Account Manager jobs include:

What job categories do people searching Custodial Account Manager jobs look for?

The top searched job categories for Custodial Account Manager jobs are:

Custodial Account Manager jobs near you
Infographic showing various Custodial Account Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $47,263 per year, or $22.7 per hour.

Staff Accountant - Custodial Accounting

Point C

OR • On-site, Remote

$54K - $72K/yr

Full-time

Posted 29 days ago

Job description

Point C is seeking a detail-oriented and highly motivated Staff Accountant to join our growing team. Reporting directly to the Controller, this role will serve as a key member of the Accounting Department and play an essential role in maintaining the integrity of financial records, supporting custodial account operations, and ensuring compliance with accounting standards and internal controls.

The ideal candidate will possess a strong accounting foundation, exceptional attention to detail, and experience managing cash activity, reconciliations, and client or custodial accounts. This position requires the ability to analyze financial transactions, maintain accurate accounting records, and collaborate closely with operations, client service, and management teams.

Primary Responsibilities: 
  • Prepare monthly reconciliations and analysis of custodial accounts, ensuring accurate recording of client assets, cash transactions, deposits, withdrawals, transfers, and balances.
  • Monitor custodial account activity, investigating and resolving discrepancies or reconciling items in a timely manner.
  • Ensure all custodial transactions are properly documented, authorized, and recorded in accordance with company policy and regulatory requirements, supporting the safeguarding of client assets through strong internal controls.
  • Monitor aged receivables, communicate professionally with clients on outstanding balances, and support collection efforts while maintaining positive client relationships.
  • Manage daily cash receipts, deposits, and custodial transaction totals, maintaining accurate records of all custodial cash movement.
  • Prepare and record bank and cash reconciliation entries, ensuring timely reconciliation of revenue, receivables, and custodial cash balances.
  • Monitor cash activity, assist with treasury management functions, and promptly investigate unusual transactions or variances.
  • Participate in internal audits, compliance reviews, and process improvement initiatives to strengthen financial controls over custodial funds and client assets.
  • Partner with operations, client service, and management teams to resolve accounting issues and improve financial processes.
  • Identify opportunities to automate or streamline accounting and reconciliation procedures.
  • Communicate effectively with internal stakeholders, financial institutions, auditors, and external vendors.
Qualifications:
  • Bachelor's degree in Accounting, Finance, Business Administration, or related field.
  • 2+ years of accounting experience, preferably involving cash management, reconciliations, or custodial/client account administration.
  • Strong understanding of GAAP and accounting principles.
  • Advanced proficiency with Microsoft Excel and Microsoft Office Suite.
  • Excellent analytical, organizational, and problem-solving skills.
  • Strong written and verbal communication abilities.
  • Ability to manage multiple priorities while maintaining a high level of accuracy.
  • Demonstrated attention to detail and commitment to maintaining confidential information.
  • Experience with general ledger accounting, account reconciliations, and financial reporting (preferred).
  • Strong understanding of cash reconciliation and treasury management activities (preferred).
  • Ability to work independently while contributing as a collaborative team member (preferred).
  • Experience working with custodial accounts, trust accounts, escrow accounts, client funds, or similar financial structures (preferred).
  • Knowledge of financial services, asset management, trust operations, or custody-related accounting practices (preferred).
  • Experience with Sage Intacct (preferred but not required).

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